Author Topic: Stocks  (Read 1179263 times)

Offline ari3

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Re: Stocks
« Reply #5600 on: March 23, 2021, 10:13:17 PM »
Its not as farfetched as it may seem. If you believe the short interest reports there are tens of billions of $ on the line if gme gaps up. Hedge funds don't have billions in cash so they would need to sell off a lot of mainstream stocks to cover a MC. And adding billions to the sell side in concentrated sector (eg tech) does tend to have a spiraling effect.

Of course theres plenty of room to disbelieve many of these assumptions. But it could be valid.
the total market cap of GME is 12.7 Billion. Short interest is currently about 26% that is a bit over 3 billion. The total market value of the Nasdaq is 15 Trillion. To think fear of GME rising generated a selloff this afternoon is IMHO ridiculous.

Offline Abey

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Re: Stocks
« Reply #5601 on: March 23, 2021, 10:41:31 PM »
Can anyone explain why the market took a nosedive today after 2PM? Did Powell or Yelen say anything so scary to congress?
Imo and I might be wrong, this was simply investors being disappointed that Powel didn’t offer up more the reopening is not as robust and as fast. There will be more such hiccups until we fully reopen. Hedge funds are not caught in the headlights anymore re GME and are not scrambling to avoid margin calls, was definitely the case when it broke out though

Offline madhocker

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Re: Stocks
« Reply #5602 on: March 24, 2021, 01:36:41 PM »
VIAC continues to soar, one of my best buys ever. I believe it can continue rallying to 150-200.
@yuneeq  ouch. You must be really hurting these past 2 days. One of @ExGingi's pet peeves:


When a stock in your portfolio goes up very nicely in one day, and after hours they announce a secondary offering.  >:(

Offline ExGingi

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Re: Stocks
« Reply #5603 on: March 24, 2021, 01:38:13 PM »
@yuneeq  ouch. You must be really hurting these past 2 days. One of @ExGingi's pet peeves:

20% Trailing stop triggered today. Still a profit over purchase, but it has been a brutal way down
I've been waiting over 5 years with bated breath for someone to say that!
-- Dan

Online yuneeq

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Re: Stocks
« Reply #5604 on: March 24, 2021, 01:54:16 PM »
@yuneeq  ouch. You must be really hurting these past 2 days. One of @ExGingi's pet peeves:

I don't see an issue, didn't lose any money and still believe in the stock long term. The stock dropped because they diluted the shares 5.25% to raise 3b and the further drop is an overreaction to that. VIAC already had 3b in cash so it's not like they had a cash flow issue, they might be purchasing a smaller company like LFG.
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Offline Danlover111

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Re: Stocks
« Reply #5605 on: March 24, 2021, 02:56:56 PM »
any good buys on todays drops?

Offline madhocker

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Re: Stocks
« Reply #5606 on: March 24, 2021, 04:01:59 PM »
any good buys on todays drops?
VIAC  ;D

Online yuneeq

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Re: Stocks
« Reply #5607 on: March 24, 2021, 05:51:55 PM »
Visibly Jewish

Offline madhocker

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Re: Stocks
« Reply #5608 on: March 24, 2021, 06:49:07 PM »
I like the way you think... could be a good opportunity to buy normal stocks
This didn't age well....

What is the conventional wisdom about the weak equity markets? Tech was down all day, but the broader market also took a steep drop towards the end of the session, so hard to blame on 'rotation trade'.

Online yuneeq

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Re: Stocks
« Reply #5609 on: March 24, 2021, 07:30:10 PM »
This didn't age well....

What is the conventional wisdom about the weak equity markets? Tech was down all day, but the broader market also took a steep drop towards the end of the session, so hard to blame on 'rotation trade'.

Way too many stocks are over-inflated. Correction would be great. Hard to fathom how the market is much higher than a record high pre-COVID market.
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Offline grodnoking

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Re: Stocks
« Reply #5610 on: March 24, 2021, 08:34:34 PM »


Hard to fathom how the market is much higher than a record high pre-COVID market.

Stimulus checks. Unemployment. PPP.
I'm not who you think I am.

Online yuneeq

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Re: Stocks
« Reply #5611 on: March 24, 2021, 08:37:27 PM »
Stimulus checks. Unemployment. PPP.

These are reasons why the market is high, but not a justification.
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Offline GershonNY

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Re: Stocks
« Reply #5612 on: March 25, 2021, 12:53:02 AM »
These are reasons why the market is high, but not a justification.
Lots of companies have gotten more customers subscribers users and the like because of covid and many companies are doing very well despite covid and have been reporting great earnings.

Offline HudZ

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Re: Stocks
« Reply #5613 on: March 25, 2021, 12:59:51 AM »
These are reasons why the market is high, but not a justification.
Was great for the past week, but today boy did everything fall. good day to put in.
אין עוד מלבדו

Online yuneeq

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Re: Stocks
« Reply #5614 on: March 25, 2021, 01:33:00 AM »
Lots of companies have gotten more customers subscribers users and the like because of covid and many companies are doing very well despite covid and have been reporting great earnings.

Without focusing on the Zoom’s and Moderna’s, do you believe the market and economy as a whole could not be in a better position than any other time in history? Perhaps rewind to 13 months ago when we didn’t need trillions of printed dollars to keep hundreds of thousands of businesses afloat? Or should we print 500 trillion dollars and the economy will soar even more?
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Offline drosenberg88429

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Re: Stocks
« Reply #5615 on: March 25, 2021, 02:16:37 AM »
The government conjured trillions of dollars and pumped it into the economy; prices on houses, cars, food, and household products are up; companies are beating earnings despite no fundamental economic growth; the stock market is at all time highs; yet we think there's no inflation. If it looks like a duck, and sounds like a duck...

If dollars are worth 20% less, then a stock being up 20% is not a sign of growth. It's just a sign of the price of the stock having gone up, together with everything else that becomes more expensive with inflation.


Offline PlatinumGuy

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Re: Stocks
« Reply #5616 on: March 25, 2021, 06:56:35 AM »
The government conjured trillions of dollars and pumped it into the economy; prices on houses, cars, food, and household products are up; companies are beating earnings despite no fundamental economic growth; the stock market is at all time highs; yet we think there's no inflation. If it looks like a duck, and sounds like a duck...

If dollars are worth 20% less, then a stock being up 20% is not a sign of growth. It's just a sign of the price of the stock having gone up, together with everything else that becomes more expensive with inflation.
That's the flaw in your thinking. Yes the government inflated the stock market by increasing the money supply, not no, not everything inflated together. For example, BTC inflated more than stocks and gold, food, and urban RE inflated less. The US stock market inflated much more than foreign stock markets, even in USD terms and despite the USD itself being worth much less (which is good for the American net-exporting economy).

Inflation is traditionally measured only by a narrow index of core consumer goods. Some countries in Europe are discussing adding housing now and it's a big controversy.

IMHO now that food production is mostly automated and the link to the cost of labor and the rest of the economy is much, much smaller, the threat of inflation is much lower, which is part of why we have the longest stretch of the lowest interest rates and there is no end in sight.
״וזה כלל גדול: שישנא אדם כל דבר שקר. וכל מה שיוסיף שנאה לדרכי השקר – יוסיף אהבה לתורה.״ - אורחות צדיקים

Offline Jellybelly

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Re: Stocks
« Reply #5617 on: March 25, 2021, 11:32:42 AM »
Will the market go up or down based on Biden’s press conference today?
If he has no clue what’s going on, will stocks tumble?
If he does a good job will stocks go up?

Offline Lurker

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Re: Stocks
« Reply #5618 on: March 25, 2021, 11:58:10 AM »
Will the market go up or down based on Biden’s press conference today?
If he has no clue what’s going on, will stocks tumble?
If he does a good job will stocks go up?

Same question if people start to get the idea that he won't serve out his term. Is he better or worse than Harris for the economy?
Failing at maintaining Lurker status.

Offline madhocker

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Re: Stocks
« Reply #5619 on: March 25, 2021, 02:52:37 PM »
With Biden set to announce a major infrastructure bill next week, what sectors would benefit the most and which specific companies would be good investments at this time?